IFP Advisors’s Extra Space Storage EXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $353K | Sell |
2,429
-386
| -14% | -$55.2K | 0.01% | 1208 |
|
|
2026
Q1 | $369K | Sell |
2,815
-78
| -3% | -$11K | 0.01% | 1096 |
|
|
2025
Q4 | $377K | Buy |
2,893
+242
| +9% | +$33K | 0.01% | 1055 |
|
|
2025
Q3 | $374K | Sell |
2,651
-668
| -20% | -$95.9K | 0.01% | 975 |
|
|
2025
Q2 | $489K | Buy |
3,319
+1,621
| +95% | +$236K | 0.01% | 843 |
|
|
2025
Q1 | $252K | Buy |
1,698
+1,583
| +1,377% | +$240K | 0.01% | 1070 |
|
|
2024
Q4 | $17.2K | Buy |
115
+48
| +72% | +$7.87K | ﹤0.01% | 2312 |
|
|
2024
Q3 | $12.1K | Sell |
67
-23
| -26% | -$3.88K | ﹤0.01% | 2345 |
|
|
2024
Q2 | $14K | Sell |
90
-2,086
| -96% | -$304K | ﹤0.01% | 2224 |
|
|
2024
Q1 | $320K | Buy |
2,176
+2,098
| +2,690% | +$306K | 0.01% | 769 |
|
|
2023
Q4 | $12.6K | Buy |
78
+39
| +100% | +$4.96K | ﹤0.01% | 2103 |
|
|
2023
Q3 | $4.74K | Sell |
39
-184
| -83% | -$24.7K | ﹤0.01% | 2522 |
|
|
2023
Q2 | $33.2K | Buy |
223
+117
| +110% | +$17.6K | ﹤0.01% | 1785 |
|
|
2023
Q1 | $5.61K | Sell |
106
-137
| -56% | -$21.5K | ﹤0.01% | 2516 |
|
|
2022
Q4 | $34K | Sell |
243
-814
| -77% | -$130K | ﹤0.01% | 2506 |
|
|
2022
Q3 | $85K | Buy |
1,057
+52
| +5% | +$9.83K | ﹤0.01% | 1975 |
|
|
2022
Q2 | $65K | Hold |
1,005
| – | – | ﹤0.01% | 1980 |
|
|
2022
Q1 | $65K | Buy |
1,005
+574
| +133% | +$114K | ﹤0.01% | 1980 |
|
|
2021
Q4 | $98K | Buy |
431
+324
| +303% | +$64.2K | ﹤0.01% | 1273 |
|
|
2021
Q3 | $19K | Buy |
107
+68
| +174% | +$12K | ﹤0.01% | 2005 |
|
|
2021
Q2 | $6K | Hold |
39
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q1 | $6K | Sell |
39
-135
| -78% | -$16.3K | ﹤0.01% | 2335 |
|
|
2020
Q4 | $20K | Hold |
174
| – | – | ﹤0.01% | 1799 |
|
|
2020
Q3 | $17K | Buy |
174
+19
| +12% | +$1.96K | ﹤0.01% | 1703 |
|
|
2020
Q2 | $13K | Hold |
155
| – | – | ﹤0.01% | 1722 |
|
|
2020
Q1 | $13K | Buy |
155
+139
| +869% | +$14.5K | ﹤0.01% | 1662 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 2654 |
|
|
2019
Q3 | $2K | Buy |
+16
| New | +$1.85K | ﹤0.01% | 2681 |
|
|
2019
Q1 | $1K | Sell |
13
-1,396
| -99% | -$134K | ﹤0.01% | 2201 |
|
|
2018
Q4 | $127K | Sell |
1,409
-77
| -5% | -$7K | 0.01% | 1071 |
|
|
2018
Q3 | $129K | Sell |
1,486
-3,843
| -72% | -$357K | 0.01% | 1326 |
|
|
2018
Q2 | $532K | Sell |
5,329
-1,438
| -21% | -$134K | 0.02% | 636 |
|
|
2018
Q1 | $592K | Hold |
6,767
| – | – | 0.03% | 556 |
|
|
2017
Q4 | $592K | Buy |
6,767
+1,852
| +38% | +$156K | 0.03% | 556 |
|
|
2017
Q3 | $393K | Sell |
4,915
-413
| -8% | -$32.1K | 0.02% | 788 |
|
|
2017
Q2 | $416K | Buy |
5,328
+2,217
| +71% | +$170K | 0.02% | 749 |
|
|
2017
Q1 | $231K | Buy |
3,111
+786
| +34% | +$59.3K | 0.01% | 1042 |
|
|
2016
Q4 | $180K | Buy |
2,325
+1,476
| +174% | +$109K | 0.01% | 1111 |
|
|
2016
Q3 | $67K | Sell |
849
-700
| -45% | -$59.1K | ﹤0.01% | 1621 |
|
|
2016
Q2 | $143K | Buy |
1,549
+1,536
| +11,815% | +$139K | 0.01% | 1149 |
|
|
2016
Q1 | $1K | Sell |
13
-1,805
| -99% | -$157K | ﹤0.01% | 2193 |
|
|
2015
Q4 | $160K | Buy |
+1,818
| New | +$149K | 0.01% | 941 |
|
Other funds holding EXR
IFP Advisors's EXR Position: Q2 2026 in Review
IFP Advisors reduced its Extra Space Storage (EXR) stake by 14% in Q2 2026, selling an estimated $55.2K and leaving 2,429 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #1208.
IFP Advisors first reported a position in EXR in Q4 2015 and has held it in 42 quarters since. The position peaked at $592K in Q1 2018. 793 funds tracked by Wall St. Rank hold EXR as of Q2 2026.
- IFP Advisors held 2,429 shares of Extra Space Storage worth $353K as of Q2 2026.
- IFP Advisors sold 386 Extra Space Storage shares in Q2 2026, an estimated $55.2K.
- Extra Space Storage made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1208 holding.
- IFP Advisors first reported a position in Extra Space Storage in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Extra Space Storage position peaked at $592K in Q1 2018.
- 793 funds tracked by Wall St. Rank held Extra Space Storage as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.